See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,235 | $94,338+180.1% | $100,534+162.8% | $142,382+85.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 14.94% | 29.20%-14.3pp | 32.66%-17.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,336 | $4,237+25.9% | $4,346+22.8% | $4,299+24.1% |
| Participant deferral / active EE | $15,532 | $5,934+161.7% | $6,144+152.8% | $6,507+138.7% |
| Admin fee / account holder | $10,928 | $8,421+29.8% | $7,654+42.8% | $12,624-13.4% |